How to prepare for a meeting with a financial adviser
In this guide, George Square outlines what you can expect when meeting with a financial adviser for the first time, how to best prepare, and
October 7, 2025
In this guide, George Square outlines what you can expect when meeting with a financial adviser for the first time, how to best prepare, and
No matter your financial situation, working out what your money is doing for you now and where it might come from in the future can
In this blog, George Square outlines how a trust fund works and some of the reasons it may be worth considering. Understanding the purpose of
A common query from investors is why investment portfolios contain a mixture of assets, including those that have underperformed relative to others. While it may
Whether you’re an employee, self-employed, or managing multiple income streams, being organised and making the most of your allowances and tax-efficient opportunities can help you
Inheritance Tax (IHT) is a reality for many UK estates, and recent changes mean it’s more important than ever to review your financial arrangements. At
Back to school season is well and truly underway, and for many parents, September is often a time to contemplate about the years to come.
As you approach your 55th birthday, rising to 57 by 2028, you may become eligible to access your pension, including a 25% tax-free lump sum.
Being self-employed offers many advantages, but you may miss out on benefits worth thousands of pounds compared to your traditionally employed counterparts. Our expert advisers
Having a cash savings account may seem like a safe and sensible choice, but inflation generally rises faster than interest rates over the long term.
It may feel like 2024 has just arrived, but now is an excellent time to start planning ahead for the tax year-end so you can
The 4th October 2023 marks World Financial Planning Day, which aims to showcase the benefits of financial planning, from the monetary gains to improved wellbeing.
Research suggests many families aren’t aware of life insurance policies their loved ones have taken out, and this could mean the money goes unpaid at
The new UK tax year for 2022/23 officially kicked off last month, and it’s important to remember that every new financial year brings changes to
Professional financial advice could be hugely beneficial in helping women to grow their wealth. So why is it still the case that fewer women seek
With the UK’s population living longer, more people will be living with long-term care needs, but rising life expectancy also brings the challenge of how
George Square Financial Management takes a look at the financial ramifications of divorcing later in life and identifies ways in which you can protect your
The pandemic is forcing a widespread rethinking of retirement plans, with 1.5 million workers aged over 50 planning to postpone retirement because of the pandemic.
Though the thought of it may feel daunting, with early planning, building up your retirement nest egg is more discipline than difficult, as George Square
With so many Britons opting to combine their savings under one umbrella, George Square Financial Management explains some advantages of pension consolidation. Most people will
George Square explores how much is enough when saving for a comfortable retirement and examines the effect that the auto-enrolment increase has had on savers
Not everyone wants to stop working when they reach State Pension age. For many people, working provides happiness, purpose and many other lifestyle benefits in
Funding long-term care can be a real worry for many people, and with a number of different options available to help, it can be confusing